How to link siblings to one customer account (How to update the customer contact of a student)

Assigning a new student to an existing customer account

This article will guide you on how to link siblings to 1 parent portal or customer account.

When you want to add a new student that already has an existing family, follow these steps below:

Step 1 - Under Settings, go to General, and click Add Student

Step 2 - Fill out the Student name field, then under the “Choose your family from the list”, search for the parent name.

Step 3 - After you choose the parent name, it will automatically pop the details of the parents. 

Thus, linking the new student to the existing parent.

How to update an existing students assigned customer (parent) account.

If you have two students under different customer accounts, you can merge them under one customer using the link siblings feature in First Class. Follow the steps below:

Step 1 - Upon login, you can search the students directly on the dashboard page, upper right of the system by typing the student name.

Step 2 - Click/Select the student in the dropdown.

Step 3 - It will open the student profile. Click the “Edit” icon to align to the parent name to change it.

Step 4 - Click the “X” button to clear the text. 

Step 5 - Type the parent to link the student then click it. 

Step 6 - Click the “Save Changes” button to save.